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My journey at BNY Mellon has been about transforming how one of the world's largest investment banks approaches digital engineering. When I joined as Senior Vice President and Engineering Lead, I was tasked with modernizing not just technology, but how we think about user experience at enterprise scale.
The Pinpoint platform became my flagship project - an award-winning client portal that needed to serve sophisticated institutional investors with complex financial data needs. This wasn't just about building another dashboard; it was about creating a foundation that could evolve with our clients' growing demands for real-time insights and seamless digital experiences.
One of my proudest achievements was establishing governance and standardization across 60+ public-facing websites. Each site had grown organically, creating a fragmented user experience and enormous maintenance overhead. I led the initiative to standardize on Adobe Experience Manager (AEM), which required not just technical migration but cultural transformation across multiple business units.
The direct indexing and tax-managed equity solutions work pushed me into new territory - building specialized engineering teams for highly complex financial products. This required deep collaboration with portfolio managers, tax specialists, and compliance teams to translate intricate financial strategies into scalable technology solutions.
What I learned: Enterprise transformation is as much about people as it is about technology. The most elegant technical solution fails if you can't bring teams along with you.
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